Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. More recently (i.e., More recently (i.e.,

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Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy. Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. Enclosed is our Impact Report for the Brown Advisory Sustainable Small Cap Core strategy. Tue, 10/11/2022 - 17:44. Download the Report. .

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Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? The author, a very successful Indian investor, goes into some detail about the prevalence of species survival due to differing evolutionary strategies. He has reproduced similar analysis globally.

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Investing Investments Portfolio Compliance 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

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Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

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Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

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Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

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Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

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Portfolio Management Portfolio Clients Management 52

Brown Advisory

FEBRUARY 21, 2022

Global Equity Investing: Focusing on Global Leaders. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. The case for global equities. Identifying global leaders.

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Investing Investments Portfolio Management Valuation 52

Brown Advisory

JUNE 16, 2021

Global Leaders Investment Letter: Software is Eating the World jharrison Wed, 06/16/2021 - 05:37 Just want the PDF? Download it here > The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far.

Investing 52

Investing Investments Clients Engineering 52

Brown Advisory

JUNE 16, 2021

Global Leaders Investment Letter: Software is Eating the World. The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. Wed, 06/16/2021 - 05:37. Just want the PDF?

Investing 52

Investing Investments Clients Engineering 52

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? We believe that 30-40 investments give Global Leaders enough diversification to ensure that stock specific risk (i.e, For us, the factors are basically a wash over a long horizon. Source: Bloomberg.

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Investing Investments Portfolio Accounting 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Grace Gong. Together with Rianka R. Marguerita Cheng.

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Financial Advisor CFP Financial Services Education 116

Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. The Global Leaders Strategy invests in a concentrated portfolio of market-leading companies from across the globe.

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Portfolio Management Investing Investments Portfolio 52

Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way. Fri, 01/29/2021 - 00:00. All investments involve risk.

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Portfolio Management Investing Investments Portfolio 52

Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. ESG research is an essential part of our investment strategy.

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Brown Advisory

AUGUST 9, 2021

2020 Global Leaders Impact Report. The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management. ESG research is an essential part of our investment strategy.

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Portfolio Management Portfolio Risk Management Management 52

Brown Advisory

OCTOBER 31, 2020

The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. It should not be assumed that investments in such securities have been or will be profitable.

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Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Global Leaders Strategy Investment Letter - Q3 2020. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

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Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. For us, it makes good business sense to do good and make a social statement.

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Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. For us, it makes good business sense to do good and make a social statement.

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Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

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Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG.

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Portfolio Management Portfolio Management Government 52

Brown Advisory

JUNE 17, 2022

2021 Global Leaders Impact Report. We, the Global Leaders portfolio managers, are long-term investors with our capital at stake alongside yours hence we aim to limit all risks, both ESG and fundamental, whilst investing behind attractive opportunities. Fri, 06/17/2022 - 11:06. Download the Report. .

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Portfolio Management Portfolio Management Government 52

Brown Advisory

NOVEMBER 15, 2023

With the launch of the Brown Advisory Global Leaders Strategy in 2015, we embraced the opportunity to create processes around our strengths and weaknesses as investors and to combine our individual skills with a set of guidelines appropriate for the strategies we manage.

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Investing Investments Portfolio Management Clients 52

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation.

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Investing Investments Valuation Clients 52

Brown Advisory

SEPTEMBER 21, 2022

Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses. That is why the Sustainable International Leaders (SIL) strategy seeks to invest in companies that have withstood the test of time in their own right and have clear and measurable sustainability strategies.

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Portfolio Manufacturing Financial Services Investing 86

Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. Global Leaders Strategy Investment Letter - Q2 2020. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

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Investing Investments Portfolio Management Clients 52

Brown Advisory

SEPTEMBER 13, 2023

Source: US Federal Reserve I can see the multitude of Swifties shaking their heads at this data, saying “Eric, you just don’t get it. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

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Economy Clients Economics Investing 98

Random Roger's Retirement Planning

JANUARY 10, 2024

There are many countries where the cost of living ranges from somewhat less expensive than the US to dramatically cheaper. This week there has been some sort of escalation of unrest when a prominent gang leader went missing in prison. One popular country in expat living circles is Ecuador. We've talked about here as well.

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Retirement Planning Portfolio Retirement Planning 90

Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. The strategy passed its five-year milestone on 1st May delivering 4.7%

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Brown Advisory

MAY 12, 2020

Reflections for Five Years of Global Leaders. The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We are saddened by the considerable impact and disruption this is having on society globally.

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Brown Advisory

SEPTEMBER 19, 2023

The Sustainable International Leaders (SIL) strategy views resilience as a crucial lens through which to analyze businesses and seeks to invest in companies that have withstood the test of time. Portfolio information is based on a representative Sustainable International Leaders account. Source: FactSet as of 08/31/2023.

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Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

The Sustainable International Leaders (SIL) strategy views resilience as a crucial lens through which to analyze businesses and seeks to invest in companies that have withstood the test of time. Portfolio information is based on a representative Sustainable International Leaders account. Source: FactSet as of 08/31/2023.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 30, 2019

Global Leaders Investment Letter - Q3 2019. Global Leaders Strategy Investment Letter - Q3 2019. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

Investing 52

Investing Investments Clients Marketing 52

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021. In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. We explored this when reading Competitive Strategy 3 as one of the first books covered in our book club. Wed, 01/12/2022 - 04:28.

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Investing Investments Clients Economics 52